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Financial Advocates Investment Management’s DT Midstream DTM Stock Holding History

Financial Advocates Investment Management’s Portfolio DTM Stock Details DTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-4,458
Closed -$701K – 777
2021
Q3 		$701K Buy
+4,458
New +$195K 0.05% 393

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Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Financial Advocates Investment Management's DTM Position: Q4 2021 in Review

Financial Advocates Investment Management sold out of DT Midstream (DTM) in Q4 2021, closing a stake of 4,458 shares — an estimated $701K sold.

Financial Advocates Investment Management first reported a position in DTM in Q3 2021 and held it in 1 quarter. The position peaked at $701K in Q3 2021. 406 funds tracked by Wall St. Rank hold DTM as of Q4 2021.

  • Financial Advocates Investment Management reported no remaining DT Midstream position as of Q4 2021 after selling out during the quarter.
  • Financial Advocates Investment Management sold 4,458 DT Midstream shares in Q4 2021, an estimated $701K.
  • Financial Advocates Investment Management first reported a position in DT Midstream in Q3 2021 and held it in 1 quarter.
  • Financial Advocates Investment Management's DT Midstream position peaked at $701K in Q3 2021.
  • 406 funds tracked by Wall St. Rank held DT Midstream as of Q4 2021.

Based on Financial Advocates Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.